Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
619
+69
+13% +$32.4K 0.01% 927
2025
Q1
$256K Buy
550
+42
+8% +$19.6K 0.01% 914
2024
Q4
$213K Sell
508
-2,599
-84% -$1.09M 0.01% 1001
2024
Q3
$1.48M Buy
3,107
+528
+20% +$252K 0.05% 331
2024
Q2
$1.13M Sell
2,579
-294
-10% -$129K 0.06% 299
2024
Q1
$1.33M Buy
+2,873
New +$1.33M 0.05% 317
2022
Q2
Sell
-676
Closed -$216K 766
2022
Q1
$216K Sell
676
-56
-8% -$17.9K 0.01% 684
2021
Q4
$254K Buy
732
+41
+6% +$14.2K 0.01% 640
2021
Q3
$203K Buy
+691
New +$203K 0.01% 664